Blog & News
2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform
The anxiously awaited results from the 2020 T3/Inside Information Advisor Software Survey have been published and Shareholders Service Group (SSG) is proud to be the highest-rated custodial platform in the [...]
Webinar – Introducing Riskalyze Elite: The Latest Investor Risk Tolerance Tool
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Webinar – Score Big with MoneyGuide’s Digital Planning Solutions
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Webinar – Optimizing your Client Engagements with Best-of-Breed Technology
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Webinar – 5X Your Return on Marketing Spend
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Webinar – An Introduction to Halo Investing: Outcome Based Strategies
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Webinar – The Case for ESG Investing – Rowling & Associates
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Using PreciseFP to Fill and E-Sign SSG/Pershing Forms
We invite you to view this short video so you can quickly and easily learn how to use PreciseFP with clients to fill SSG/Pershing forms. It’s only 10 minutes long [...]
Webinar – Is Your Service Agreement Process Built for Today’s Client?
“I’ll never again ask my clients to print, sign, scan and return a document”. That’s what David O’Brien, MBA, CFP® and Co-Founder of EVOadvisors said as he set out to [...]
Webinar – Authentically Connecting with Women Investors, CE Eligible – T. Rowe Price
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Webinar – Tax Efficient Rebalancing Made Easy – AdvisorPeak
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